Position in TREE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$596,010
-$82,737 QoQ
Shares Held
13,457
-15.0% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $61,212,179 across 9 Insurance Brokers names. TREE ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
101,454 | $33,651,276 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
83,429 | $13,905,110 | |
| 3 | WTW |
Willis Towers Watson PLC
|
18,842 | $4,924,733 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
20,527 | $4,712,383 | |
| 5 | CRVL |
Corvel Corp
|
29,783 | $1,862,033 | |
| 6 | ERIE |
Erie Indemnity Co
|
5,303 | $1,271,394 | |
| 7 | TREE |
LendingTree, Inc.
This page
|
13,457 | $596,010 | |
| 8 | SLQT |
SelectQuote, Inc.
|
216,933 | $182,440 |
All Filings in TREE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,010 | 13,457 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $678,747 | 15,829 | Shares | Other | 2026-05-15 | |
| 2025-03-31 | $540,754 | 10,757 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $247,806 | 6,395 | Shares | Other | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||